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The Holistic Management-Soft
      Systems Circle
           Cliff Montagne
     Montana State University BioRegions
               Program
          BioRegions International
              October 14, 2011
Take-home message
A circle in 4 quadrants helps to
understand and use Holistic Management


         PLAN    WHOLE


         TESTS   TOOLS
Beginnings

• Holistic Management use
 –1980’s and early 90’s
   • Brian Sindelar, Range Scientist,
     Montana State U.
   • Roland Kroos, CHRM
   • Charley Orchard, graduate student
Beginnings…linear challenge of HM
           Framework
Beginnings…

• Concepts of holism
 –Endless processes of ecosystem and
  human system interactions
 – A spiral process, but
   A circle can represent this
Systems Thinking
     Wilson and Morren, 1990
 "Systems Approaches for Improvements
in Agriculture and Resource
Management"
      –Hard Systems
      –Soft Systems
Systems Thinking
Kolb’s Learning Styles [Experiential Learning,
1984]
  – Diverge out (and sense the situation)

  – Assimilate into models

  – Converge on possible solutions

  – Accommodate solution to situation
Kolb’s 4 Quadrants


ACCOMMODATE DIVERGE out and
the solution sense the whole



CONVERGE on     ASSIMILATE into
sustainable     models (theories,
solutions by    hypotheses)
     testing
Monitoring
                   Хяналт


                                   Resources
   Actions                       Нөөц бололцоо
Үйл ажиллагаа




                    Wishes
                Хүсэл Мөрөөдөл



 Testing                             Tools
Шалгуурууд                        Арга замууд
Holistic Management Soft Systems Circle
  PLAN             (Feedback Loop)   WHOLE
                                     1. People
                                     2. Resource Base


                HOLISTIC GOAL
                1. Quality of Life
                2. Forms of
                   Production
                3. Future Resource
                   Base
  TESTING                            TOOLS
  1…                                 1…
  2…                                 2...
  Etc.                               3…
Christine Miller
                                                                                LRES 421

I attended the screening of Tapped on 2/17/10


Holistic Management Circle

Holistic Goal hypothetical values expressed? Forms of production demonstrated?
New resource base: awareness
        The holistic goal seemed to be to open up the eyes up of the audience in regards
to bottled water and the wastefulness and risk associated with the unregulated and
unsustainable practices of bottled water companies.

I. Quadrant One- The Whole, Resource Base
         The whole includes the bottled water companies, the communities that they
affect, and the consumers. The resources are all of the people listed above, the earth’s
resources including the water itself and the aquifers where it comes from, the
mechanisms for pumping it from the ground, and the petroleum products involved in
making the bottles.

II. Quadrant Two- Tools some items are in the present Resource Base, others
would be Tools of Technology or Creativity as you suggest.
        The tools included the people with different knowledge about how the water
mining or bottle production affects them and their communities and their own personal
health and about the lack of regulation in the industry. Also, the film itself was a tool.

III. Quadrant Three- Testing Questions
        The action of making a video may or may not have addressed the root cause of
the problem. It addressed many aspects and a variety of people spoke, however it
seemed like some ‘alternative sides to the story’ were not addressed, and some aspects
were missed altogether. I think the weak link was related to a social and biological weak
link where they interviewed several people living in Corpus Christi, Texas, and all had
health problems that they attributed to the nearby oil refinery. Coincidentally, each of
the interviewees was obese. The producers did address how unsustainable the
production of bottled water is, and how unregulated it is also. What about
Social/cultural? Sustainability? Marginal reaction?

IV. Quadrant Four- Action Plan
        The producers made this documentary and portrayed information in a clear way
that definitely could have an influence of consumer’s decisions of whether or not to buy
bottled water.

Monitoring and Feedback Loop
Monitoring
                                   Хяналт


          Actions                                         Resources
       Үйл ажиллагаа                                    Нөөц бололцоо
                                                          •Шийдвэр гаргачид
       •Санхүүгийн төлөвлөлт
                                                       болон гишүүдийн оролцоо
        •Биологийн төлөвлөлт
                                                            •Нөөц бололцоо
         •Хувь хүний хөгжил
                                                        Байгалийн, санхүүгийн,
      •Цаг хугацааны төлөвлөлт
                                                        Нийгмийн, дэд бүтэцийн
                                  Wishes
                              Хүсэл Мөрөөдөл
                              Амьдарлийн гол зорилго
             Testing           Хийх ажлуудын хэлбэр
                                  Нөөц бололцоо
            Шалгуурууд
    Авч хэрэгжүүлсэн арга хэмжээнүүд нь
          •Шалтгаан эсвэл үр нөлөөг                           Tools
       тогтоон шийдвэрлэж чадсан эсэх
            •Хамгийн сул байгаа                            Арга замууд
        холбоог сайжруулж чадах эсэх                   Байгалийн болон техникийн
•Байгаа нөөц бололцоог ашиглаж байгаа эсэх               бүхий л арга замууд орно
     •Ашиг орлого ба хүч хөдөлмөрийг
        нэмэгдүүлж чадаж байгаа эсэх
         •Сайн зүйл хийж байгаа эсэх
 •Соёл болон ёс заншилд нийцэж байгаа эсэх
   •Тогтвортой нөөц эх үүсвэр байгаа эсэх
Monitoring
                        Хяналт


                                          Resources
   Actions                              Нөөц бололцоо
Үйл ажиллагаа
                                    Water, grass, forest,
 Partnership                        animals, cultural
 Projects: env,                     knowledge, infrastructure
 ed, trad knowl,
 medicine               Wishes
                    Хүсэл Мөрөөдөл
                   Family, place, occupation,
                        resource base
 Testing                                     Tools
Шалгуурууд                                Арга замууд
Cause/effect, weak                   Grazing, forest
link, culture,                       harvest, tourism,
environment,                         services
economics
Holistic Management Circle for Decision Making

                  Feedback Loop

    ACTIONS                           RESOURCE
                                      BASE



                   HOLISTIC GOAL
                   -Quality of Life
                      -Forms of
                     Production
                  -Future Resource
TESTING                 Base           TOOLS
QUESTIONS
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14
Hmc webinar 11 10 14

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Hmc webinar 11 10 14

  • 1.
  • 2. The Holistic Management-Soft Systems Circle Cliff Montagne Montana State University BioRegions Program BioRegions International October 14, 2011
  • 3. Take-home message A circle in 4 quadrants helps to understand and use Holistic Management PLAN WHOLE TESTS TOOLS
  • 4. Beginnings • Holistic Management use –1980’s and early 90’s • Brian Sindelar, Range Scientist, Montana State U. • Roland Kroos, CHRM • Charley Orchard, graduate student
  • 6. Beginnings… • Concepts of holism –Endless processes of ecosystem and human system interactions – A spiral process, but A circle can represent this
  • 7. Systems Thinking Wilson and Morren, 1990 "Systems Approaches for Improvements in Agriculture and Resource Management" –Hard Systems –Soft Systems
  • 8. Systems Thinking Kolb’s Learning Styles [Experiential Learning, 1984] – Diverge out (and sense the situation) – Assimilate into models – Converge on possible solutions – Accommodate solution to situation
  • 9. Kolb’s 4 Quadrants ACCOMMODATE DIVERGE out and the solution sense the whole CONVERGE on ASSIMILATE into sustainable models (theories, solutions by hypotheses) testing
  • 10. Monitoring Хяналт Resources Actions Нөөц бололцоо Үйл ажиллагаа Wishes Хүсэл Мөрөөдөл Testing Tools Шалгуурууд Арга замууд
  • 11. Holistic Management Soft Systems Circle PLAN (Feedback Loop) WHOLE 1. People 2. Resource Base HOLISTIC GOAL 1. Quality of Life 2. Forms of Production 3. Future Resource Base TESTING TOOLS 1… 1… 2… 2... Etc. 3…
  • 12. Christine Miller LRES 421 I attended the screening of Tapped on 2/17/10 Holistic Management Circle Holistic Goal hypothetical values expressed? Forms of production demonstrated? New resource base: awareness The holistic goal seemed to be to open up the eyes up of the audience in regards to bottled water and the wastefulness and risk associated with the unregulated and unsustainable practices of bottled water companies. I. Quadrant One- The Whole, Resource Base The whole includes the bottled water companies, the communities that they affect, and the consumers. The resources are all of the people listed above, the earth’s resources including the water itself and the aquifers where it comes from, the mechanisms for pumping it from the ground, and the petroleum products involved in making the bottles. II. Quadrant Two- Tools some items are in the present Resource Base, others would be Tools of Technology or Creativity as you suggest. The tools included the people with different knowledge about how the water mining or bottle production affects them and their communities and their own personal health and about the lack of regulation in the industry. Also, the film itself was a tool. III. Quadrant Three- Testing Questions The action of making a video may or may not have addressed the root cause of the problem. It addressed many aspects and a variety of people spoke, however it seemed like some ‘alternative sides to the story’ were not addressed, and some aspects were missed altogether. I think the weak link was related to a social and biological weak link where they interviewed several people living in Corpus Christi, Texas, and all had health problems that they attributed to the nearby oil refinery. Coincidentally, each of the interviewees was obese. The producers did address how unsustainable the production of bottled water is, and how unregulated it is also. What about Social/cultural? Sustainability? Marginal reaction? IV. Quadrant Four- Action Plan The producers made this documentary and portrayed information in a clear way that definitely could have an influence of consumer’s decisions of whether or not to buy bottled water. Monitoring and Feedback Loop
  • 13. Monitoring Хяналт Actions Resources Үйл ажиллагаа Нөөц бололцоо •Шийдвэр гаргачид •Санхүүгийн төлөвлөлт болон гишүүдийн оролцоо •Биологийн төлөвлөлт •Нөөц бололцоо •Хувь хүний хөгжил Байгалийн, санхүүгийн, •Цаг хугацааны төлөвлөлт Нийгмийн, дэд бүтэцийн Wishes Хүсэл Мөрөөдөл Амьдарлийн гол зорилго Testing Хийх ажлуудын хэлбэр Нөөц бололцоо Шалгуурууд Авч хэрэгжүүлсэн арга хэмжээнүүд нь •Шалтгаан эсвэл үр нөлөөг Tools тогтоон шийдвэрлэж чадсан эсэх •Хамгийн сул байгаа Арга замууд холбоог сайжруулж чадах эсэх Байгалийн болон техникийн •Байгаа нөөц бололцоог ашиглаж байгаа эсэх бүхий л арга замууд орно •Ашиг орлого ба хүч хөдөлмөрийг нэмэгдүүлж чадаж байгаа эсэх •Сайн зүйл хийж байгаа эсэх •Соёл болон ёс заншилд нийцэж байгаа эсэх •Тогтвортой нөөц эх үүсвэр байгаа эсэх
  • 14. Monitoring Хяналт Resources Actions Нөөц бололцоо Үйл ажиллагаа Water, grass, forest, Partnership animals, cultural Projects: env, knowledge, infrastructure ed, trad knowl, medicine Wishes Хүсэл Мөрөөдөл Family, place, occupation, resource base Testing Tools Шалгуурууд Арга замууд Cause/effect, weak Grazing, forest link, culture, harvest, tourism, environment, services economics
  • 15. Holistic Management Circle for Decision Making Feedback Loop ACTIONS RESOURCE BASE HOLISTIC GOAL -Quality of Life -Forms of Production -Future Resource TESTING Base TOOLS QUESTIONS